Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-06-14 |
| RI | RA | APPROVED | 2023-03-08 |
| SC | RA | APPROVED | 2023-03-08 |
| ME | RA | APPROVED | 2022-01-02 |
| NH | RA | APPROVED | 2021-12-10 |
Branch Locations
23 Keewaydin Drive Suite 205, Salem, NH 03079 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 04/1995 | 11/2018 |
| Jhfn Sii | Boston | MA | 11/2011 | 11/2018 |
| Signator Financial Services, Inc. | Bellevue | WA | 10/2013 | 11/2018 |
| Cantella & Co., Inc. | Malden | MA | 06/2019 | 02/2021 |
| Unemployed | Exeter | NH | 11/2018 | 06/2019 |
| Unemployed | Exeter | NH | 02/2021 | Present |
| Osaic Wealth, Inc. | Salem | NH | 12/2021 | Present |
1. INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/29/2021 ADDRESS: 23 Keewaydin Drive, Suite 205, Salem NH 03079, United States DESCRIPTION: To offer fixed protection products to clients who require them as part of their financial plan 2. POINTES NORTH WEALTH MANAGEMENT POSITION: Financial Consultant NATURE: This is my DBA Name INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/13/2021 ADDRESS: 23 Keewaydin Drive, Suite 205, Salem NH 03079, United States DESCRIPTION: This is just my DBA 3. CHRIST CHURCH OF EXETER POSITION: Vestry Member NATURE: This is a church. I was elected to serve on the church vestry committee INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/07/2026 ADDRESS: 43 Pine St, Exeter NH 03833, United States DESCRIPTION: The vestry is a gioverning board of elected lay leaders, similar to a church's board of trustees, responsible for the parish's business, finances, property, mission, and supporting the clergy, with members acting as legal representatives for the congregation's temporal affairs. They oversee budgets, care for buildings, help select rectors, and guide the church's vision, ensuring its spiritual goals align with practical management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-06 |
Reach out to this advisor